Future Proof Festival Returns in 2024: A Wealth Management Extravaganza

2024 is here and Wall Street is feeling the chill, but let’s take a moment to reminisce about the hottest wealth management event of 2023. The annual Future Proof Festival was a one-of-a-kind gathering that brought together financial advisors, wealth management executives, fintech leaders, and even rap icons in sunny Huntington Beach, California.

This unique industry event attracted nearly 3,000 attendees who had the opportunity to network, gain insights, and explore the latest trends in the world of finance. Financial Planning, in collaboration with industry insiders, conducted a series of exclusive interviews to capture the essence of this unforgettable event.

One of the key figures at the Future Proof Festival was Luis Rosa, co-founder of the BLX Internship Program and founder of Build a Better Financial Future registered investment advisory firm. Rosa, a CFP, attended the festival to connect with colleagues and immerse himself in the collaborative environment. As he shared with Financial Planning Wealthtech Reporter Justin L. Mack, meeting people and enjoying the local culinary delights were the highlights of his experience.

The BLX Internship Program, initiated by Rosa in 2020, aims to provide aspiring students and career changers with opportunities in the financial planning industry. By matching them with financial planning firms, the program offers a talent pipeline and assists interns in gaining valuable experience, professional certifications, and educational resources. However, the demand for internships outweighs the available slots, indicating the need for further progress in bridging this gap.

Looking ahead, Future Proof is gearing up for another groundbreaking event in 2024. Scheduled to take place in Huntington Beach from September 15-18, the festival promises to be even bigger and better than before. In addition, the organizers are introducing the Future Proof Retreat—a wealth management leadership event set to unfold in Colorado Springs from March 24-27.

Join us in reliving the excitement of the Future Proof Festival and stay tuned for the latest developments in the world of wealth management.

FAQ

What was the Future Proof Festival?
The Future Proof Festival was an annual wealth management event that brought together financial advisors, wealth management executives, fintech leaders, and rap icons in Huntington Beach, California.

How many attendees were at the Future Proof Festival?
The Future Proof Festival attracted nearly 3,000 attendees.

Who was Luis Rosa?
Luis Rosa is the co-founder of the BLX Internship Program and founder of Build a Better Financial Future registered investment advisory firm. He attended the festival to connect with colleagues and immerse himself in the collaborative environment.

What is the BLX Internship Program?
The BLX Internship Program, initiated by Luis Rosa in 2020, aims to provide aspiring students and career changers with opportunities in the financial planning industry. It matches them with financial planning firms to offer valuable experience, professional certifications, and educational resources.

What is the Future Proof Retreat?
The Future Proof Retreat is a wealth management leadership event that is set to unfold in Colorado Springs. It is an additional event introduced by the organizers of the Future Proof Festival.

Will there be another Future Proof Festival?
Yes, Future Proof is planning another event in 2024. It will take place in Huntington Beach from September 15-18 and promises to be even bigger and better than before.

Definitions

Wealth management: The professional service of managing an individual’s or family’s financial assets or investments to achieve specific financial goals.

Financial advisors: Professionals who provide advice and guidance on financial matters, such as investments, retirement planning, and estate planning, to individuals and businesses.

Fintech: A combination of “financial” and “technology,” fintech refers to the use of technology and innovation to deliver financial services more efficiently.

Registered investment advisory firm: A firm that provides financial advice or investment management services to clients and is registered with the appropriate regulatory authorities.

Links

Future Proof Festival
BLX Internship Program
Build a Better Financial Future